Our DNA

 

About Scotia Wealth Management

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

About Scotiabank®

Scotiabank is Canada’s international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and parts of Asia. We are dedicated to helping our 24 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With a team of more than 88,000 employees and assets of over $906 billion (as at July 31, 2017), Scotiabank trades on the Toronto (TSX: BNS) and New York Exchanges (NYSE: BNS). For more information, please visit www.scotiabank.com and follow us on Twitter @ScotiabankViews. Scotia Wealth Management, part of the Scotiabank group of companies, includes a suite of wealth management professionals providing a complete range of investment and wealth solution services to affluent individuals, entrepreneurs and families. Scotia Wealth Management comprises ScotiaMcLeod, Private Banking, Private Investment Counsel, Scotiatrust™, financial planning and other wealth solutions.

Lisa

Lisa and her husband Dan run a successful retail clothing business, with a chain of seven stores across Canada.


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James

Over a period of 40 years, James and his wife Debbie built a business empire. He is looking to retire, transferring ownership of the business to a son.

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Ellen

Ellen is a married stay-at-home mother to three children. Her husband is an executive at a multi-national corporation.


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Elizabeth

Elizabeth is a medical professional and her husband is retired, having sold his software business to a multinational corporation recently.

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David

David recently retired from his position as senior partner at the largest law firm in Montreal.

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Daniel

Daniel is a senior vice president with one of Canada’s largest mining companies. His wife, Denise, runs her own interior design consulting company.

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Richard

Richard works for one of the world’s leading luxury-automobile manufacturers and commutes often between offices in Canada and Mexico.

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Latest Thinking

A selection of some the best thinking from around the world for your life, your business and your future. Updated regularly.